Baron Wealth Management LLC Ishares Tr Transaction History

Baron Wealth Management LLC

  • $208 Billion
  • Q3 2024

A detailed history of Baron Wealth Management LLC transactions in Ishares Tr stock. As of the latest transaction made, Baron Wealth Management LLC holds 3,953 shares of SHV stock, worth $436,055. This represents 0.21% of its overall portfolio holdings.

Number of Shares
3,953
Previous 3,246 21.78%
Holding current value
$436,055
Previous $359 Million 21.92%
% of portfolio
0.21%
Previous 0.19%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024
BUY
$110.05 - $110.63 $77,805 - $78,215
707 Added 21.78%
3,953 $437 Million
Q1 2024

May 08, 2024
SELL
$110.11 - $110.57 $68,378 - $68,663
-621 Reduced 16.06%
3,246 $359 Million
Q4 2023

Jan 04, 2024
SELL
$109.86 - $110.59 $16,479 - $16,588
-150 Reduced 3.73%
3,867 $426 Million
Q3 2023

Nov 01, 2023
BUY
$109.99 - $110.5 $14,188 - $14,254
129 Added 3.32%
4,017 $444 Million
Q2 2023

Aug 08, 2023
BUY
$110.0 - $110.45 $427,680 - $429,429
3,888 New
3,888 $429 Million

Others Institutions Holding SHV

# of Institutions
724
Shares Held
103M
Call Options Held
3.8K
Put Options Held
0
View Full List

About ISHARES TR

SHV Quotes by TradingView
  • Ticker SHV
  • Sector ETFs
  • Industry ETFs
More about SHV
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